Add a Profile Setting

A profile contains the settings that a user has to complete when they first log in to the web application. As well as setting up the profile settings that a user should complete, you can also set default values that will apply for all users in a particular role if the user does not change them.

To add an entry to the Profile Settings tab

1. In the web application, select Admin Profiles from the menu.

   Existing profiles list in the order they display to the user.

2. Click the Add New Profiles link.

   The Profile Value Definition section displays.

3. Complete these fields:
   • Name: Name of the profile entry (for example Position Status). Note: Only letters, numbers, and underscores are acceptable characters for this field.
   • Label: Text that displays to the user for this profile entry on the Profile Settings tab (for example Please select your position status).
   • User Access: Select an option from Modifiable (user can view and change), Read Only (user can view but not change), or Hidden (user cannot view or change).
   • Mandatory: Select this checkbox to force users to enter details for this profile entry. Leave this checkbox clear to make this entry optional.

     If you set a user profile as mandatory but don't set a default value for it, when the user next logs in, the Profile Settings tab loads automatically and a message displays telling the user that they have to enter values before they can continue using the system.

     If the user already has a session open when their profile is changed, a message displays telling them to go to Profile Settings and enter values before continuing. Once the user has entered any mandatory values, they can continue where they left off.

   • Field Type: Select the component/field type (for example Person: Position Status), then click OK.
4. Optional step: In the Role Defaults section, click the Add New Role Defaults link, then complete these fields in the Role Default section:
   • Roles: Select one or more roles that a default value will apply to, then click OK.
   • Value: Enter the default value for the selected roles.
5. Repeat step 4 for all other default values you want to set for different roles. You can set different defaults for different roles.
6. Click Save.

   Your changes apply immediately.

7. Close the Profiles tab.